Nonprofit Budgeting & Forecasting

Nonprofit Budgeting
& Forecasting

Budgets, forecasts, and reporting that your board and funders can actually use.

Nonprofits live and die by their budgets and their ability to tell a clear financial story.

We help nonprofits create realistic budgets, simple forecasts, and understandable budget-versus-actual reporting—so leadership can make better decisions and funders can see the impact.

Who This Is For

Nonprofits with growing programs and funding complexity
Organizations that need stronger budgets for boards, grants, and audits
Teams where leadership is stretched thin and needs financial clarity

What's Included

Depending on your needs, services may include:

1. Annual operating budget build or re-build
2. Program-level budgets (for grants or internal reporting)
3. Simple 12-month revenue and expense forecasts
4. Quarterly budget vs. actual review meetings with written summaries
5. Coordination with your bookkeeping/VFO services (if Cornerstone handles your books)

How it Works

15-Minute Discovery
Call (Free)

Quick call to learn about your business/nonprofit and see if we’re a good fit.

Books Evaluation
– $250

1. Read-only access to your books
2. Prior-year tax return(s) so we can check alignment
3. We prepare a 3-page PDF report + 30-minute findings call
4. If you move forward with bookkeeping or VFO, your $250 is credited to your first invoice1.

Proposal
& Onboarding

You receive a clear monthly quote (bookkeeping + any add-ons), then we onboard you with a simple checklist.